Gifts in wills provide the resources that create new opportunities and preserve New Orleans Area Habitat for Humanity’s future. These gifts can qualify for significant tax deductions and include gifts in wills, gifts that continue to give in the form of annuities, and charitable remainder trusts.
Naming New Orleans Area Habitat for Humanity as a beneficiary in an IRA, life insurance policy, other financial account or in your will is one critical way that you can help provide for future stability and growth. Please consult your qualified financial planner or attorney.
Email Jim Dempsey or call (504) 609-3338 for more information.
Stock and Bond Gifts
A charitable gift of stock or bonds can help make the dream of homeownership a reality for deserving family while also providing tax savings for you.
A gift of stock owned for more than one year entitles you to a charitable deduction for the full market value at the time the gift is made. If the stock has appreciated, you also avoid a capital gains tax on the appreciation.
In addition to helping New Orleans Area Habitat for Humanity fulfill its mission of eliminating poverty housing, you may diversify away from low-basis, long-term holdings into other assets that will better suit your needs. Please consult your qualified financial planner or attorney.
If you would like to discuss a gift of stocks or bonds, please email Marguerite Oestreicher or call (504) 861-2077.